and are you seeing that in the united states. apple is increasing the orders from companies like texas instruments and qualcomm and broadcom. and we've seen these components in the new iphones. but if wants to move away manufacturing it's not as easy because once again it's a low-cost provider, and it gives them the flexibility to make more at a moment's notice. >> tom: seemingly this would be extremely important to the business models for these companies, not just-in-time manufacturing but in order to maintain those profit margins that investors want to see, right? >> investors want to see profit margins. and users want their i foens as soon as possible. you see the lines happening in apple stores. americans want their iphones, they want them now and cheap. that is to the going lap without foxcom. than is causing alots of labor unrest in china right now. >> tom: we certainly saw that overnight in china. word on the street, gregg greenberg is with thestreet.com. >> tom: tomorrow on "n.b.r." we'll get the latest reading on consume